Avaliações do Lead Gen & CRM (formerly SharpSpring)

Powerful tools for lead generation to pretty good customer management, tons of options to personalize a lot of aspect of the company. very good tools for building email marketing and landing pages with out third parties

I think one point where sharpspring lose flexibility is on landing page creations, how designer we need more tools for layout.

The amazing customer support that is offered. Anytime I have a question I can either look it up myself in their library of resources with tutorials and instructional videos, or I can call their partner support line and speak to a real person who even follows up after the call to make sure all of the needs were met.

I wish you could edit Life of Lead to be able to put custom events in there. We uploaded a prospect database we had been tracking since 2017 and it had every time we touched a prospect. Unfortunately, once we uploaded this list into SharpSpring we were not able to edit their Life of Lead prior to the upload date. While this is barely an issue, it would be nice to see how long we have been tracking some of these prospects to give us a better prediction at how many touches it takes for a prospect to convert to a customer.

Marketing automation features are very helpful.

- There is no escalation process for customer support requests that are above a customer support reps expertise
- Email report data is BS and one of the heads of IT at SharpSpring admitted it. The report data within SS differs from the data exported; the excel file has duplicate headline titles with different meanings/data; email data is shit - we sent test emails internally and didn't open them and it shows we opened them 3 times in SS and 4 times in the exported report
- Life of the Lead is the most valuable data within SS and yet you cannot automate based on any of it
- Life Of The Lead duplicates email "opens" and "clicks" based on how many people are in the chain, giving a false view of engagement from customers
- Email clicks are a load of BS - it shows that emails were opened and every link clicked within 10 seconds of sending because of spam bots/filters. SharpSpring doesn't filter this data out, so we can't tell the difference between what's real and what's not. "Can't we export the excel sheet and do that filtering ourselves?" Nope - as stated before, one of the head IT guys at SharpSpring validated our concerns that the excel email report is indeed, shit data. None of it is usable
- Rather than creating a backlog of needed updates and releasing them as a batch update on non-business-hours, SharpSpring product development teams push updates during work hours, breaking crucial functionality for 3+ hours/week, leaving our sales staff twiddling thumbs and complaining.

- Price
- Easy of use
- Easy to implement and learn
- Fast support
- Active community and many updates
- Possible to have skype calls and team sessions with SharpSpring to spar.

- The Social Media part in the software is not optimal, we still use other software next to it.
- CRM feature is small, great for small companies, but bigger ones can come short.

What I like most about SharpSpring is how much you get for the money. It packs every feature you'd expect from the expensive marketing automation platforms but doesn't throw exorbitant costs on those features. I also like the ease of integration with other platforms.

I highly dislike the recent shift in having clients pay for their own accounts with separate billing. We were sold this platform as one we could completely white-label for clients, but now we are required to put a client CC on file.

SharpSpring is a game-changer! Getting an all-in-one platform that allows us to go from capturing lead information and behavior all the way through to identifying qualified leads through marketing campaigns is amazing. Having one place for marketing emails, landing pages, social media, blogging, meetings, video chats, and more is almost unheard of. Match that with a really robust CRM that tracks leads, beautifully outlines the life of a lead, and allows you to easily manage the sales pipeline and one-on-one engagements with pre-qualified leads with lead scoring is amazing.

Seriously, there isn't much negative to say about this platform. The onboarding was amazing, the self-guided trainings were awesome, it's a great platform. The only downside is it's not as "pretty" as some platform, but hey, I'd rather have a functioning product helping me make more money and something pretty to look at.

We love the automation and the social media calendar for planning and execution. The workflows have allowed us to communicate more efficiently and the personas more personally.

Some of the features aren't very intuitive and are a little clunky. You can tell that the dev. team is still working some kinks out.

1. Customer service is highly responsive.
2. Templates for emails and landing pages are easy to use without design or development expertise.
3. Incredibly easy to customize: add fields, pipelines, dashboards, automations particular to your processes without coding or other specialized knowledge.

1. Landing page builder is kind of basic. However, new releases come regularly and is probably not a big deal if you have an html developer handy.
2. Integrated social scheduler functionality is a bit basic.
3. If you have significant custom complex report needs, this is not the platform for you. They have great canned reports that any layman can find value in, you can download csv files of many things, and you can customize a dashboard with report "widgets." But not a lot of ability to dig into raw data.

When choosing a marketing automation platform for my agency, I knew I wanted something robust and customizable. I'm very hands on, and I don't like being constrained by the limitations of drag-and-drop editors or controlled interfaces. I want to be able to tailor my tools exactly to each client I work with, without compromising on functionality or efficiency. That's why SharpSpring has been a perfect fit for me! Not only is it affordable for a small agency like mine, who works with small businesses, but it's extremely powerful, and capable of executing any strategy my team or my clients require. The most complete and functional marketing automation platform out there!

Because of the large range of features, it can be a little intimidating to learn for some. But the onboarding team does a great job of walking you through implementation and getting you set up for success! Our agency focuses a lot on providing social media and content marketing services to our clients, and the SharpSpring content calendar is definitely not as robust or streamlined as some other platforms I've used. However, it's definitely not the focus of the platform, and there are workarounds for most of the issues I've run into with it. The SharpSpring team is also super responsive to feedback, and are constantly improving their product. I've already seen some great changes in the time I've been using the platform, and I'm confident the content calendar and scheduling tools will only continue to improve!

Ease-of-use: SharpSpring is very user-friendly and intuitive. It's easy to edit or create an email, set up workflows, and navigate around the platform.
Versatile: SharpSpring is an all-in-one tool that you can use for your email program, sales pipeline, CRM, marketing automation, and social media.
Customer service: I often frequent the online help center that has a lot of easy-to-understand solutions to many questions that come up. If this doesn't solve the issue, tech support is very responsive and the account management team is also very accommodating.

Reporting: There are some basic reports that you can pull from the data in SharpSpring, but I would love to see some more robust reporting overall, especially with the sales feature. Aggregated reports across multiple pipelines, for example, would be great to have access to.
Customer segmentation: The platform could use a bit more in-depth customer segmentation features. I sometimes feel the list-building is not as intuitive as it could be.

The software is easy to use and is constantly being updated with new features. Within our first year of using the tool, at least 4 new features were rolled out, all of which were useful. Their live support is great. They are thorough and they followup. There have been several instances where the team has followed up after the fact to check in and see if additional support was needed

I would love more training. The videos are good and useful, but would love more virtual webinars or if being a partner allowed for more 1-on-1 type training. I also wish some of the CRM fields had more customization instead of being default/standard.

I like that SharpSpring is intuitive and easy to use. I've used CRM's that require a lot of training and have error messages that are basically unreasonable. Not the case with SharpSpring. I did receive a training from my manager which was helpful but SharpSpring can be learned on your own. I really like the searching capabilities, setting reminders through tasks, the Life of the Lead section which allows me to see all campaigns that clients have interacted with, and the clear layout of the opportunities page.

For additional security, our company has set it up that codes are occasionally needed to sign onto SharpSpring. This is actually a nice feature and I can see that it's critical, but remembering where I've stored the codes is a minor inconvenience.

I think sharpspring is very complete and helps our organization to do marketing automation and sales in only one software with every information integrated and tracked. I highly recommend to all organizations who need a good sales CRM and marketing automation.

The landing page creation tool is not very easy to use, and demands some time do learn because It has a lot of functionalities, but when you do, it turns very useful.

Looking all around the market, you will find sharpspring, with a slightly different business model that can make some eye turn but after you understand you will love it.

The fact that you can buy directly from agencies that know the product and already know your objectives and product, is brilliant since no one will understand more your client than their selves and you that is emerging on his market, some platform forces you to buy their onboarding package that in the end, you don't leave with much.

A platform with that many features on the begging can be a little overwhelming, but with time, you understand the reason for each feature.

I use them for lead management, campaign, sales pipeline, and don't feel that i am using their potential 100% already

the learning curve needed for the platform, all platform have their learning curve, but once you pass it, this service is awesome!

The Launchpad feature works pretty well from a daily task management perspective

Clunky and slow UI with dismal reporting and analytics.

Being able to leverage anonymous web user data to create actionable insights way before they fill a form out is invaluable. For an agency/B2B company, it is the most reliable new lead generator of any tool out there.

New features roll out and feel like they should still be in beta. It has a few quirks like a lack of global date range filter that don't necessarily hinder reporting/analysis but are a slight inconvenience.